Operations Associate - Account Servicing

Benchmark Capital Limited; Horsham; On-site; GBP 22,000 - 28,000; Full time

Job summary

Benchmark Capital Limited is seeking an Operations Associate - Account Servicing based at our Horsham head office. You will join the Operations team to handle a variety of processes on our retail Investment Platform, including managing client queries, updating personal information, and verifying data.

This fixed-term contract offers opportunities for graduates and early-career professionals to develop strong problem-solving skills in a regulated environment, with chances to collaborate across

Qualifications

• Recent graduate or equivalent with a basic qualification landscape.
• Strong numerical and data accuracy capabilities required.
• Demonstrates reliable attention to detail and organisational skills.

Responsibilities

• Carry out a range of operational administration tasks accurately and efficiently.
• Contribute actively in team meetings and share constructive feedback.
• Cross-train across multiple functions and administrative processes to support wider business needs.
• Build and maintain a strong understanding of financial services platforms.
• Follow processes and guidelines to support good client outcomes.
• Research and identify solutions, applying clear and logical thinking to resolve issues.
• Check and verify data to ensure accuracy.
• Identify exceptions and make the necessary corrections so tasks are completed on time and to a high standard.

Skills

Attention to detail

Interpersonal skills

Teamwork

Independent working

Willingness to learn

Problem solving

Education

GCSEs including Maths & English

2 A Levels or equivalent

Job description

Operations Associate - Account Servicing

Department: Operations

Employment Type: Fixed Term Contract

Location: Horsham

Reporting To: Louisa Martin

Description

We are looking for self-motivated individuals with strong problem-solving skills who are familiar with the demands of working in a regulated environment to join our dynamic Operations teams. As an associate in operations, you will collaborate with your team to handle a variety of processes on our retail Investment Platform, including managing client queries, updating and verifying personal information, proactively communicating with custodians and advisor firms, and handling corporate actions.

We offer excellent opportunities for experienced Financial Associates, as well as entry-level roles for those eager to begin their career in financial services.

Key Responsibilities

• Carry out a range of operational administration tasks accurately and efficiently
• Contribute actively in team meetings and share constructive feedback
• Cross‑train across multiple functions and administrative processes to support wider business needs
• Build and maintain a strong understanding of financial services platforms
• Follow processes and guidelines to support good client outcomes
• Research and identify solutions, applying clear and logical thinking to resolve issues
• Check and verify data to ensure accuracy
• Identify exceptions and make the necessary corrections so tasks are completed on time and to a high standard

Skills, Knowledge and Expertise

• Recent graduate or equivalent, with 5 GCSEs including Maths and English
• Minimum of 2 A Levels or equivalent
• Willing to learn and take on new responsibilities
• Strong accuracy and attention to detail
• Able to work independently and within a team
• Confident communicator with good interpersonal skills who takes an active interest in team and business activity and offers support when needed

The base

You’ll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.

We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.